Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | 01-25-2022 | 12-31-2021 | 1165 | 1,346,927,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | BLOOMBERG SHT TE | 851 | $9,000 | 345 | 0.00 | 345 | +Inf | 12-31-2021 | |
POSCO | SPONSORED ADR | 852 | $8,000 | 139 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 853 | $8,000 | 204 | 0.00 | 0.00 | -448 | -68.71 | 12-31-2021 |
ISHARES TR | MSCI INTL MOMENT | 854 | $8,000 | 198 | 0.00 | 198 | +Inf | 12-31-2021 |